Tip #997: Mobile offline organization data download filter limitations

In Dynamics 365, you can specify an organization data download filter for entities enabled for mobile offline. From the entity customization form, check the box for “enable for Mobile offline,” then click the link for Organization data download filter. On the next screen, you will get what appears to be an Advanced Find type screen […]

Tip #862: Mobile offline profile decision matrix

When deploying Dynamics 365 mobile with offline capabilities, it is important to plan your profiles. Profiles define what data should be available when offline. I use a simple planning matrix to define the filter options for each business group that will be used offline. This spreadsheet includes the standard filter options: All Records Related Data […]

Tip #647: Tipster guide to Dynamics CRM 2016 Spring Update – Part II – Mobile Offline Syncing

As always the annual spring update for CRM online is introducing many new features and improvements. One of those is Mobile Offline Synchronization. In this video we look at requirements for the feature, and walk through setup and configuration (including defining offline profiles, and controlling what data is available). There might be a part III, […]